Newton M. Spurr
Professional summary
Newton Michael Spurr, who also goes by Michael Spurr, is a registered financial advisor currently at MS FINANCIAL SERVICES, LLC located in Reading, Massachusetts.
Newton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Newton has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Newton Michael Spurr's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 8, 2021 - Present
MS FINANCIAL SERVICES, LLC
Office #1: 131 Main Street, Reading, MA 01867January 23, 2013 - December 31, 2020
MS FINANCIAL SERVICES, LLC
September 12, 2000 - January 28, 2013
AVANTAX ADVISORY SERVICES
January 27, 1999 - January 28, 2013
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/8/2021)
Exams
Current Firm
MS FINANCIAL SERVICES, LLC
CRD#: 166496 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 112 |
| AUM (Assets Under Management) | $ 32,000,000 |
Red Flags
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Company Information
MS FINANCIAL SERVICES, LLC
CRD#: 166496Reading, MA 01867TRUST BUT VERIFY
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